Account Executive - Wisconsin Based

Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Executive to join our Third-Party Administration team.

This candidate must have 5 years of experience in the commercial health insurance industry, specific to employee benefits and live in Wisconsin.

Job Summary

The Account Executive will support the sales and service of the health plan for school districts, municipalities and counties participating in the WCA GHT throughout the State of Wisconsin.

Essential Functions

• Proactively manages relationships with clients and agents/brokers in all aspects including:
• Manages the renewal process for assigned clients
• Proposes appropriate plan design for clients based on deductibles, copayments, drug tiers, and acceptable design features for the client
• Produces and reviews utilization reports with clients; educates members on benefit’s claims, eligibility, interpretation, and other plan requirements unique to the GHT
• Obtains plan documents and amendments as necessary for clients
• Responds to customer service requests from members including but not limited to enrollment questions, investigating claims issues, change requests, and ID cards
• Evaluates department processes and procedures for improved efficiencies; makes appropriate recommendations
• Assists with initial client implementations, which includes preparing enrollment forms, attending employee information sessions, and answering questions
• Responds to formal request for proposal (RFPs) for prospective clients; provide formal presentations to boards and/or committees if required
• Collects underwriting risk information and discuss with corporate management to determine underwriting risk and to assist corporate management in determining appropriate pricing for client
• Represents the GHT at conferences and trade shows
• Attends GHT Board meetings as requested
• Participates in social events scheduled for the department, and as a representative of the GHT
• Maintains and grows relationships with vendors who have programs that add value to the GHT
• Approximately 25–40% of the role involves travel within the state; overnight stays are typically required for conventions and occasionally for client meetings
  
  

Knowledge, Skills And Abilities

• Proficiency in the full Microsoft Office suite, including Teams, with intermediate Excel skills
• Demonstrated ability to maintain strong retention and long-term relationships
• Solid understanding of insurance benefit principles, terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes, and pooling concepts
• Ability to build and maintain effective working relationships across teams and stakeholders
• Adaptability to evolving technologies and the ability to quickly learn new systems and tools
• Commitment to delivering a high level of customer service
• Excellent verbal and written communication skills, including the ability to present complex insurance information to large audiences
• Strong sense of confidentiality and discretion
• Effective problem-solving skills
• High level of accuracy and attention to detail
• Ability to multitask, prioritize, and meet deadlines
• Strong organizational skills
• Active listening skills
  
  
  

Required Education And Experience

• Bachelor’s degree in insurance or finance or equivalent work experience
• Minimum 5 years’ experience in the commercial health insurance industry, specific to employee benefits
  
  
  

Preferred Education And Experience

• Professional certifications such as:
• HCSA (Healthcare Customer Service Associate)
• RHU (Registered Health Underwriter)
• HIA (Health Insurance Associate)
  

Additional Eligibility Qualifications

• State of WI Insurance License-Life and Health designation
  
  
  

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things for great clients in a supportive and collaborative environment, then we may be the place for you.

Values

At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.

Equal Opportunity Employer

Here at Charles Taylor, we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation.

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor.

About Charles Taylor

Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers’ compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.